Monday.com + Finmo Integration

Integrate Finmo to Monday.com in one click, or tell Integrately AI how you want each deal handled. Create items, update boards, alert your team, and track every mortgage deal automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready Workflows Ready Workflows for Finmo + Monday.com Integration

Create items from new deals, update boards, alert your team, and track documents, all in just one click.

Most popular automationmost-popular-automations
Finmo + Monday.com Integration

Create Monday.com item for new Finmo applicaion

Automatically creating a Monday.com item for every new Finmo applicaion not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no applicaion will fall through the cracks and that your Monday.com team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Activate
Finmo + Monday.com Integration

Create Monday.com item for new Finmo deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Finmo? Well now there is!

With our integration between Finmo and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Finmo + Monday.com flow

Sync borrower records to storage, notify team channels, and log mortgage transactions instantly. Pick a combination and activate it in one click.

Monday.com
Finmo
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
+
ZapierZapier (4)
F
M
G
Create a Monday.com item for every new Finmo deal, and upload related documents to Google Drive.
New Finmo deals generate Monday.com items instantly while borrower documents save directly to Google Drive without manual file transfers.
F
M
G
When a Finmo deal is submitted, create a Monday.com board item and create a new folder in Google Drive.
Submitted Finmo deals automatically establish a Monday.com tracking item and set up a dedicated client folder in Google Drive.
F
M
G
When document request status is updated in Finmo, update the Monday.com item and upload verification files to Google Drive.
Updated document statuses trigger Monday.com board changes and sync verification files straight into Google Drive.
F
M
G
When a Finmo deal note is created, update the Monday.com item and save a backup record in Google Drive.
New deal notes in Finmo update your Monday.com board items and back up client details in Google Drive automatically.

Supported triggers and actions for Monday.com and Finmo

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Move item to board in Monday.com
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Update group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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Finmo
Finmo Triggers & Actions
Instant
New deal is created in Finmo
Triggers the automation when a new deal is created
Try it →
Instant
Deal note is created in Finmo
Triggers the automation when a deal note is created
Try it →
Instant
Deal is submitted in Finmo
Triggers the automation when a deal is submitted
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Instant
Document request status is updated in Finmo
Triggers the automation when the status of a document request is updated
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Instant
Application is submitted by borrower in Finmo
Triggers the automation when a borrower submits an application
Try it →
No action is available

What can you automate with Finmo + Monday.com?

Streamline your mortgage pipeline by connecting Finmo triggers directly to Monday.com board actions.

What you can automate?
📋
Create Monday.com items from new Finmo deals
Automatically generate a new board item in Monday.com the moment a deal is created in Finmo, keeping your project management boards instantly synchronized with your pipeline.
📝
Capture submitted application details
Map borrower application data directly into Monday.com items when an application is submitted by a borrower in Finmo, ensuring your team has all client details ready.
🔔
Notify teams on document updates
Trigger board updates and team notifications instantly when document request statuses are updated in Finmo, keeping loan processors aligned at every stage.
🔀
Route deals based on specific criteria
Send deals to different Monday.com groups or update specific column values based on the details submitted in your Finmo platform.
🔄
Keep boards updated as deals change
Automatically update Monday.com items whenever a deal note is created in Finmo, maintaining a complete record of client communication on your boards.
🔍
Search and update existing records
Locate existing items in Monday.com and update their column values when new activity occurs in Finmo, preventing duplicate entries on your boards.
✅
Manage document milestones
Track document request status changes from Finmo directly inside your Monday.com boards to ensure closing documents are never delayed.
💬
Extend workflows to Slack
Trigger Finmo and Monday.com automations and instantly broadcast deal notifications to your team channels in Slack for real-time collaboration.
And much more...

Who is Finmo + Monday.com integration for?

Mortgage brokers, loan officers, and operations teams use this integration to keep pipeline data synced between Finmo and Monday.com without manual data entry.

Mortgage Team Leads
Mortgage Team Leads
Loan Officers
Loan Officers
Mortgage Brokers
Mortgage Brokers
Operations Managers
Operations Managers
Loan Processors
Loan Processors
Compliance Officers
Compliance Officers
📈
Mortgage Team Leads
You're tracking mortgage deal stages manually in spreadsheets while agents work in Finmo, but pipeline updates lag behind real progress — this integration means every new deal appears on your Monday.com board instantly and your team reports with current data.
⚡
Loan Officers
You're waiting for borrower applications to be submitted in Finmo before starting document collection, but manual handoffs cause costly delays — automating both apps means your Monday.com board creates the follow-up task the second an application lands.
🤝
Mortgage Brokers
You're managing client expectations while juggling multiple mortgage files, but updates slip through the cracks when status changes aren't communicated — with this integration, document requests and deal notes update your Monday.com boards automatically so clients never wait.
⚙️
Operations Managers
You're handling high volumes of borrower applications coming through Finmo, but manual board entry leads to missed tasks and bottlenecks — connecting these apps means every submission populates your Monday.com workflow without manual data entry.
📋
Loan Processors
You're depending on loan officers to hand over newly submitted deals, but paperwork sits unassigned while team members look for updates — automating both apps means your Monday.com items are generated the moment a deal is submitted.
🗂️
Compliance Officers
You're auditing deal documentation and audit trails, but manual logging leaves gaps in your historical records — this integration means every Finmo deal note and status update logs directly to Monday.com with complete accuracy.
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Why choose Integrately to automate Monday.com + Finmo

Build and manage your Monday.com + Finmo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Finmo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Finmo to Monday.com?
Frequently Asked Questions
You can connect Finmo to Monday.com instantly using ready-made workflows or Integrately AI. With 1-click setup, tools like Google Drive, Gmail, and Slack integrate seamlessly into your pipeline.
Can I automatically create a Monday.com item when a new Finmo deal is created?
Frequently Asked Questions
Can I connect Finmo, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Finmo and Monday.com?
Frequently Asked Questions
How does Finmo handle deal data during synchronization?
Frequently Asked Questions
Can I update specific Monday.com board columns when deal statuses change?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Finmo and Monday.com integration free?
Frequently Asked Questions
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Sync Monday.com with project management, reporting, and productivity tools to keep team workflows running smoothly.
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